#中国投资者涌向印尼 : Tariff Advantages and Market Potential Drive Investment Boom

In August 2025, Chinese companies' investment in Indonesia continues to heat up, with direct investment reaching $8.2 billion (including Hong Kong) in the first half of the year, a year-on-year increase of 6.5%, mainly driven by dual factors:

1. Tariff Haven: The United States imposes a 19% tariff on Indonesian goods, far lower than China's over 30%, prompting export-oriented companies in toys, textiles, electric vehicles, and other industries to accelerate the transfer of production capacity. Industrial land prices in West Java rose by 25% year-on-year, and Chinese companies tend to "land quickly," rushing to rent temporary factories for rapid production.

2. Domestic Demand Dividend: As Southeast Asia's largest economy (Q2 GDP growth of 5.12%), Indonesia has a large domestic consumer market, with manufacturing net profit margins reaching 20%-30%, significantly higher than the level in China. The electric vehicle industry chain is particularly prominent, with companies such as CATL and BYD laying out battery and vehicle production, aiming for an annual electric vehicle production capacity of 600,000 vehicles by 2030.